On Investors’ Minds - APAC Edition

Challenging the 2025 market consensus

Jan 7, 2025
Explore the investment landscape as we approach 2025, focusing on the resilience of U.S. equities and challenges facing the Chinese market. Dive into the dynamics of high valuations and profit margin pressures influencing U.S. stocks. The discussion also highlights the need for diversified portfolios amidst uncertainty. Key economic indicators and geopolitical influences are examined, stressing the importance of adaptive thinking for savvy investors.
Ask episode
Chapters
Transcript
Episode notes